MAGA vs. SWTSX
Compare and contrast key facts about Point Bridge GOP Stock Tracker ETF (MAGA) and Schwab Total Stock Market Index Fund (SWTSX).
MAGA is a passively managed fund by Point Bridge Capital that tracks the performance of the Point Bridge GOP Stock Tracker Index. It was launched on Sep 6, 2017. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAGA or SWTSX.
Key characteristics
| MAGA | SWTSX | |
|---|---|---|
| YTD Return | 22.33% | 26.34% |
| 1Y Return | 37.85% | 40.60% |
| 3Y Return (Ann) | 10.38% | 8.70% |
| 5Y Return (Ann) | 14.19% | 15.31% |
| Sharpe Ratio | 3.03 | 3.06 |
| Sortino Ratio | 4.44 | 4.07 |
| Omega Ratio | 1.55 | 1.57 |
| Calmar Ratio | 4.28 | 4.18 |
| Martin Ratio | 17.39 | 20.04 |
| Ulcer Index | 2.18% | 1.96% |
| Daily Std Dev | 12.51% | 12.87% |
| Max Drawdown | -43.17% | -54.60% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between MAGA and SWTSX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MAGA vs. SWTSX - Performance Comparison
In the year-to-date period, MAGA achieves a 22.33% return, which is significantly lower than SWTSX's 26.34% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MAGA vs. SWTSX - Expense Ratio Comparison
MAGA has a 0.72% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
MAGA vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Point Bridge GOP Stock Tracker ETF (MAGA) and Schwab Total Stock Market Index Fund (SWTSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MAGA vs. SWTSX - Dividend Comparison
MAGA's dividend yield for the trailing twelve months is around 1.31%, more than SWTSX's 1.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAGA Point Bridge GOP Stock Tracker ETF | 1.31% | 1.60% | 1.33% | 0.69% | 2.59% | 2.19% | 2.14% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% |
SWTSX Schwab Total Stock Market Index Fund | 1.11% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% | 1.51% |
Drawdowns
MAGA vs. SWTSX - Drawdown Comparison
The maximum MAGA drawdown since its inception was -43.17%, smaller than the maximum SWTSX drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for MAGA and SWTSX. For additional features, visit the drawdowns tool.
Volatility
MAGA vs. SWTSX - Volatility Comparison
Point Bridge GOP Stock Tracker ETF (MAGA) has a higher volatility of 4.84% compared to Schwab Total Stock Market Index Fund (SWTSX) at 4.09%. This indicates that MAGA's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.